Investment Professional – Specialty Finance - Full Time - Onsite - New York, NY
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Overview
Job Description
- Investment Professional – Specialty Finance
Location: New York, NY (Onsite)Employment Type: Full-TimeSalary: $100,000 per year
Position Overview
Our client is seeking a talented Investment Professional to join its Specialty Finance Group. This role offers the opportunity to evaluate and execute debt and equity investment opportunities across consumer and commercial finance sectors. Working in small deal teams alongside senior management, the professional will have significant influence on investment decisions and portfolio performance, gaining exposure to alternative investments and the full investment lifecycle.
Key Responsibilities
Deal & Investment Process
- Participate in all phases of the investment process, including:
- Idea generation and origination
- Evaluation and underwriting
- Financial modeling and valuation
- Negotiation, structuring, closing, and execution
- Portfolio management and exit analysis
Analysis & Diligence
- Conduct detailed fundamental analysis of private credit and private equity opportunities
- Evaluate specialty finance companies across various industries, credit profiles, and asset types
- Build and maintain complex financial models to support underwriting and valuation
Portfolio Management
- Monitor and manage ongoing investments across consumer and commercial finance strategies
- Track performance, cash flow models, risk metrics, and covenant compliance
- Engage with management teams and financial sponsors
Deal Team Collaboration
- Work in small, high-performance deal teams alongside senior leadership
- Coordinate due diligence, legal negotiations, and cross-functional workstreams
- Prepare investment memos, recommendations, and presentations for internal committees
Desired Skills & Experience
Sector Expertise (Strong Preference)
- Consumer lenders: installment loans, BNPL, subprime/high APR
- Small business lenders: merchant cash advances (MCAs), factoring, working capital providers
Professional Background
- Prior experience in:
- Private equity
- Investment banking
- Credit investing
- Management consulting
- Other highly analytical roles
Core Competencies
- Strong financial modeling and analytical skills
- Exceptional written and verbal communication
- Ownership mentality with ability to manage multiple deal workstreams
- Strong organizational skills and attention to detail
- Ability to interact professionally with management teams, sponsors, and senior leaders
Compensation & Benefits
- Base Salary: $100,000 (internal range $100k–$300k)
- Bonus: Annual discretionary, performance-based
- Benefits Include:
- 100% employer-paid medical, dental, and vision insurance
- 100% employer-paid life & AD&D insurance
- FSA, HSA, and commuter pretax benefit accounts
- Daily paid breakfast and lunch
- Company-sponsored ski and sailing trips
- Mentorship programs and team-building events
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